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Alternative Investments: From Friends & Family To Reg D Private Placements

Alternative Investments: From Friends & Family To Reg D Private Placements

May 25, 2022

Alternative Investments: From Friends & Family To Reg D Private Placements May 25, 2022 | Marketing Intent Are you looking for ways to ensure success in raising capital? Simplifying your sales story, syncing up marketing and sales efforts, and updating your PPM regularly are a few ways to help you achieve these goals, maximize your …

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iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable

May 19, 2022

iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable May 19, 2022 | Anastasia Amoroso | iCapital Investors are understandably concerned about the future of crypto in the wake of the collapse of stablecoin Terra and given continued weak performance of cryptocurrencies. In this week’s blog, we take a step back and …

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Griffin Capital Partners with iCapital to Make Qualified Opportunity Zone Fund Investment Offerings More Accessible to Financial Advisors and Their Investors

May 16, 2022

Griffin Capital Partners with iCapital to Make Qualified Opportunity Zone Fund Investment Offerings More Accessible to Financial Advisors and Their Investors May 11, 2022 | Griffin Capital Company, LLC Griffin Capital Company, LLC (“Griffin Capital”), a leading alternative investment manager based in El Segundo, California, has announced a partnership with iCapital, the leading global fintech …

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Stormy weather an opportune climate for private equity investment

May 16, 2022

Stormy weather an opportune climate for private equity investment May 11, 2022 | Anastasia Amoroso| iCapital With the stock market volatile and continuing to slide, and fixed income only selectively offering protection, investors are scrambling for alternatives. Historical data suggests a downturn might be just the time to target private equity and venture capital funds. …

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CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access

May 16, 2022

CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access May 10, 2022 | CION Investments CION Investments (CION), a leading manager and distributor of alternative investment solutions, and Man Group, a global active asset manager with $151.4 billion1 in AUM, announced today that they have partnered with iCapital2, the leading global fintech …

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Opportunity Zone Experts, USG Realty Capital, Select WealthForge for Managing Broker-Dealer Services and Technology Solutions to Streamline Investment Process

May 6, 2022

Opportunity Zone Experts, USG Realty Capital, Select WealthForge for Managing Broker-Dealer Services and Technology Solutions to Streamline Investment Process May 6, 2022 | USG Realty Capital USG Realty Capital, a leading investment sponsor specializing in opportunity zones, announced today that they have selected WealthForge, a registered broker-dealer and developer of Altigo, a subscription automation platform for …

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Advisor Group Selects CAIS for Alternative Investment Access and Education

May 5, 2022

Advisor Group Selects CAIS for Alternative Investment Access and Education May 5, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Advisor Group to provide a platform solution for improved alternative investment access, education and transaction workflow. Advisor Group is the nation’s largest network of independent …

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Phoenix American Announces the Onboarding of Two ARCTRUST Properties Funds Expanding the Companies’ Transfer Agent Relationship

May 3, 2022

Phoenix American Announces the Onboarding of Two ARCTRUST Properties Funds Expanding the Companies’ Transfer Agent Relationship May 2, 2022 | Phoenix American Migration of funds reflects Phoenix American’s superior technology and expertise in administration for alternative investments. Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce the onboarding of two additional ARCTRUST Properties, …

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Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible–to unite the alts industry in order to dominate it– despite doubters who say it’s a proven exercise in futility

April 28, 2022

Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible–to unite the alts industry in order to dominate it– despite doubters who say it’s a proven exercise in futility April 21, 2022 | Oisin Breen | RIABiz Venture anchored by BlackRock, Blackstone, KKR, Apollo and the Carlyle Group may …

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Alternative Investment Exchange (AIX) Onboards KNPRE 1031 to its Digital Platform

April 27, 2022

Alternative Investment Exchange (AIX) Onboards KNPRE 1031 to its Digital Platform April 27, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded KNPRE 1031, a member of the Keystone National Properties Family of Companies (KNPRE), to the AIX platform. KNPRE …

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CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

April 25, 2022

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors April 19, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its inaugural annual summit which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California. Apollo Chair Jay Clayton, …

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The Potential Opportunity in Market Volatility

April 21, 2022

The Potential Opportunity in Market Volatility April 6, 2022 | Nic Millikan | CAIS For the past decade, we’ve experienced an environment that many consider to be of low inflation and easy monetary policy, while the domestic stock markets recorded the longest bull market in history.1  Then came 2020 and the pandemic induced sell-off in global …

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CAIS Announces $100 Million Investment from Reverence Capital Partners

April 21, 2022

CAIS Announces $100 Million Investment from Reverence Capital Partners April 6, 2022 | CAIS CAIS, the leading alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ …

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Bridging the Digital Divide with Intelligent Document Processing

April 14, 2022

Bridging the Digital Divide with Intelligent Document Processing April 14, 2022 | SS&C Artificial Intelligence has stepped up to the front line of real-world problem solving and business transformation—with Intelligent Document Processing (IDP) becoming a vital component in the global effort to drive intelligent automation into corporations worldwide. Download SS&C’s whitepaper to see how IDP …

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Inside the V(ALT), with StratCap

April 14, 2022

This Inside the V(ALT) episode features Pat Miller (Managing Partner) and Jim Condon (Managing Partner) discussing StratCap’s recent rebrand and its full-service platform.

2022 Investment Landscape: Here we go again

April 12, 2022

2022 Investment Landscape: Here we go again April 12, 2022 | UMB Overview: Play it Again, Sam We are not forecasting a Groundhog Day phenomenon, but 2022 will likely resemble 2021 in many ways. However, as investors emerge from 2021, their concerns that the market is bound for a significant correction are not entirely unfounded. …

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The Nuances of Managing Risk in Alternative Assets

April 12, 2022

The Nuances of Managing Risk in Alternative Assets April 12, 2022 | SS&C Technologies Each alternative asset class introduces valuation challenges such as lower liquidity and higher complexity. Buy-side firms are moving away from simple factor models and towards a mixture of models, such as bottom-up approaches. SS&C Algorithmics adapts to combine analytics within enterprise …

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Comparing fund administrators? Ask three tough questions

April 11, 2022

Comparing fund administrators? Ask three tough questions April 11, 2022 | Greg Drose | UMB As the asset management industry has changed, so has the fund services industry that serves it. Those changes include offshoring, ownership changes, mergers and divestitures. For asset managers, this may mean changes to service models—which may in turn prompt managers …

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Infinity Financial Joins Alternative Investment Exchange Platform

April 11, 2022

Infinity Financial Joins Alternative Investment Exchange Platform April 7, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services (“Infinity”) to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, …

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UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

April 7, 2022

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education March 31, 2022 | iCapital UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available …

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Actionable Insights: It’s back to the future on a return to the tech trade

March 31, 2022

Actionable Insights: It’s back to the future on a return to the tech trade March 29, 2022 | Anastasia Amoroso | iCapital A valuation reset has underpinned a tech stock rebound in recent weeks. We would advise staying with the momentum for now, as historical precedent and seasonality suggest it may have some room to …

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Seeking to Diversify Systematic Risk with Global Macro

March 29, 2022

Seeking to Diversify Systematic Risk with Global Macro March 21, 2022 | Nic Millikan & Nicholas Reade | CAIS Last week, the U.S. Federal Reserve (Fed) took the broadly expected step of raising interest rates for the first time since 2018 to attempt to rein in rampant inflation. The 25-basis point (bps) hike, while small, …

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James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!